
▲AI PRISM* Customized Economic Briefing
*Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is an "AI-based customized news recommendation and summary service" developed with support from the Korea Press Foundation. It selects and provides six customized news items for each reader type.
[Key Issue Briefing]
■ Paradigm Shift in AI Model Competition: DeepSeek V4 Flash overturned an 8-fold difference in parameter count through post-training alone, directly challenging the "scaling law of AI." It scored 82.7 on the coding benchmark Terminal-Bench 2.1, overwhelming its own flagship Pro Preview (72.4), while its price of $0.28 per 1 million output tokens amounts to just one-89th of Claude Opus 4.8, accelerating the price restructuring of the AI service market.
■ Manufacturing AI Transformation Spreads to the Field: INEEJI is commercializing AI autonomous operation solutions based on 11.67 million tons of process data secured from continuous processes such as steel, oil refining, and cement, advancing the era of the "AI factory manager." The government plans to expand AI factory leading projects to 200 by 2027 and 500 by 2030 through the M.AX Alliance, and demand for specialized personnel in industrial AI is expected to grow rapidly.
■ K-Worldview Emerges as Breakthrough for Game Exports: While Korea's game industry exports fell from 11.6039 trillion won in 2022 to 11.5985 trillion won in 2024, entering a stagnant phase, major game companies including Nexon, NC, and Kakao Games are developing a series of new titles featuring Korean narratives front and center. With the box-office success of "Ghost of Tsushima" and "Black Myth: Wukong" proving the global competitiveness of games with Oriental themes, combined with rising awareness of K-content, the K-worldview is establishing itself as a new formula for success.
[News of Interest to Property Investors]
1. DeepSeek Breaks the Weight Class: Outperforms AI Model 8x Its Size
Key Summary: DeepSeek's lightweight model V4 Flash surpassed its flagship model V4 Pro Preview, which has roughly 8 times the parameter count, through post-training alone, delivering a shock to the industry. It scored 82.7 on Terminal-Bench 2.1, outpacing Pro Preview (72.4) by more than 10 points, and also held the advantage on the Artificial Analysis Intelligence Index by 50 to 44. Its price is $0.28 per 1 million output tokens, overwhelmingly lower than Claude Opus 4.8 ($25) as well as OpenAI's low-cost Luna ($1.2). China's Moonshot AI Kimi K3 also narrowed the gap to within 2-3 points of top-tier U.S. models with an intelligence index of 57, and there are assessments that the U.S.-China AI technology gap has shrunk to as little as 2-3 months.
2. 11.67 Million Tons of Steel, Oil Refining, Cement Process Data... "AI Autonomously Operates the Factory"
Key Summary: INEEJI, founded in 2019 by CEO Choi Jae-sik, a former KAIST endowed chair professor, has accumulated a total of 11.67 million tons of process data from continuous process industries such as steel heating furnaces, oil refining processes, and cement kilns, and is applying AI autonomous operation solutions in the field. In March last year, the company became the first in the AI field to be designated as a company holding national strategic technology by the Ministry of Science and ICT and KISTEP, and it also signed contracts with Japanese steel and cement companies. The government plans to expand AI factory leading projects to 200 by 2027 and 500 by 2030 through the M.AX Alliance, with a plan to broaden the scope of technology application to precision processes such as semiconductors, secondary batteries, and bio. Demand for industrial AI technology personnel is expected to spread beyond process industries to advanced manufacturing as a whole.
3. Seoul Zombies and Goblins Instead of Elves... Game Industry Falls for the K-Worldview
Key Summary: Major domestic game companies such as Nexon, Kakao Games, NCSOFT, and Pearl Abyss are developing a series of triple-A new titles featuring K-worldviews front and center, including Joseon-era folklore, zombie Seoul, and Korean-style horror. Overseas major game companies are also actively adopting the K-worldview, with a new Call of Duty title set on the Korean Peninsula and the "Civilization 7" DLC covering the Imjin War. Korea's game industry grew to 23.8515 trillion won in 2024, but exports fell to 11.5985 trillion won, down from 2022, and the industry expects this rush of new K-worldview titles to be a watershed for an export rebound. The importance of complex jobs combining humanities and historical knowledge with technology—such as game planning, worldbuilding development, and historical verification consulting—is coming to the fore.
[News for Property Investors' Reference]
4. Home Appliance Duo's Fortunes Diverge... Samsung in the Red, LG Recovers to 1 Trillion Won
Key Summary: Samsung Electronics' VD and DA divisions posted an operating loss of 10 billion won in the second quarter of this year, while LG Electronics' home appliance business grew more than twofold, with operating profit of 1.14 trillion won, from the previous year (500 billion won). LG Electronics' swift restructuring of its cost structure—including labor cost cuts through voluntary retirement, expansion of local factories in the Global South, and strengthening of premium home appliances in North America and Europe—led to results, while Samsung Electronics had relatively fewer visible restructuring factors, according to analysis. Both companies have chosen robots and AI data center cooling businesses as mid- to long-term growth engines, with Samsung preparing a humanoid production line in Gumi and LG preparing to commercialize its own robot "CLOi'd" next year. Amid continued voluntary retirement and business restructuring in major companies' home appliance divisions, a structure in which demand for new business roles such as robots and AI solutions is instead increasing is taking hold.
5. "Can't Survive on One Well"... K-Beauty Expands Business into Distribution and Curation
Key Summary: GOODAI GLOBAL is converting its U.S. and Japan subsidiaries into specialized distribution platforms, and Silicon2 is expanding its K-beauty select shop "Moida" to up to 40 stores within the year, broadening their territory beyond simple product sales into distribution and curation businesses. CJ Olive Young has partnered with Sephora to introduce K-beauty zones in Sephora stores in North America and Asia starting in the second half, while its own private brand achieved an average annual revenue growth rate of 162% over the past five years. As competition intensifies due to the proliferation of K-beauty brands, a trend of reducing dependence on specific brands and diversifying profit structures through vertical integration of the value chain is spreading across the industry. With K-beauty companies shifting to global distribution and platform strategies, demand for related roles such as overseas distribution planning, global marketing, and buyer sourcing is expected to expand.
6. Samsung C&T Introduces AI Senior Living Solution at Silver Town
Key Summary: Samsung C&T's construction division has introduced an "AI Senior Living Solution" at Caring Stay, a care-type silver town in Pocheon, Gyeonggi Province, and will expand its operating scale to a total of 330 households with the additional opening of three locations in September. Ambient sensors detect heart rate and presence movement during sleep 24 hours a day, and an AI chatbot automates repetitive administration, creating a structure in which care personnel can focus on their core care duties. Following its residential platform "Homenik" and commercial building platform "Bind," Samsung C&T is expanding its digital platform business into the senior sector, continuing its move to transform its constitution from a construction-centered business into a data- and technology-based platform company. As the AI- and IoT-based healthcare platform market expands, interest in digital care solution planning and operation roles is growing.
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